See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,830 | $126,574-65.4% | $106,213-58.7% | $145,922-70.0% |
| Participation rate | 65.0% | 77.6%-12.6pp | 75.3%-10.3pp | 80.3%-15.3pp |
| Annual return | 12.74% | 224.79%-212.0pp | 116.14%-103.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,883 | $3,730+4.1% | $3,171+22.4% | $4,660-16.7% |
| Participant deferral / active EE | $7,044 | $5,724+23.1% | $5,016+40.4% | $6,688+5.3% |
| Admin fee / account holder | $5,096 | $17,304-70.5% | $11,033-53.8% | $13,397-62.0% |